+38.1%
CVV price history and return analytics
+65.7%
-27.6%
-83.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.6% | -1.5% | -1.4% |
| 7D | -2.9% | -0.1% | -2.7% | -2.8% |
| 30D | -18.1% | -0.7% | -17.4% | -17.4% |
| 3M | +6.8% | +4.0% | +2.8% | +3.1% |
| 6M | +65.9% | +12.3% | +53.6% | +51.2% |
| YTD | +107.8% | +14.0% | +93.7% | +88.7% |
| 1Y | +114.7% | +20.3% | +94.4% | +87.4% |
| 3Y | -16.6% | +75.4% | -92.1% | -47.7% |
| 5Y | +38.1% | +66.0% | -27.9% | -5.9% |
| All | +38.1% | +65.7% | -27.6% | -5.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded VT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling